To help you evaluate the value of our services and make an informed decision about hiring our firm.


A free retirement & tax assessment. We will show you how to improve your retirement success and reduce your tax bill before paying us a single dollar.


Diligent savers who have accumulated investment and retirement assets of $500,000 or more. (Excluding real estate.)

No Cost or Obligation

No Cost or Obligation

We want you to know exactly how we can help before you pay us a single dollar.

3 Big Answers

3 Big Answers

You will finish with answers to the three biggest questions about retirement.

15-Minute Call

15-Minute Call

The very first step is a 15-minute phone call with our team.

Your Get SMART Retirement

  • S Schedule a Call
  • M Meet
  • A Analyze
  • R Review Assessment
  • TThink About It
  • ! Here We Go

Schedule A Call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.

If we aren’t the right financial planning firm to help you, we will happily point you to the right expert for your unique needs.


Like a doctor, it's important to diagnose before we prescribe. The next step is meeting (because of the pandemic we are currently using Zoom). During this one-hour meeting, we will get to know you better. Your goals, your needs and your concerns.


We will apply over 20 years of experience, decades of Nobel-prize winning research, and thousands of hours of training to answer three critical questions for you:

  • Are you on track for "Your Best Retirement"?
  • How can you reduce the taxes you pay?
  • How can your investments be improved?

Review Assessment

After completing your analysis, we will have a second meeting (because of the pandemic we are currently using Zoom) to review our findings and recommendations.

In plain English, we will explain exactly what needs to be done to move closer to "Your Best Retirement". We will also answer the three critical questions.

At the end of this meeting, we will ask if you would like to begin working with us or if you would like think about it.

Think About It

We are looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as needed to make a decision.

To help you make a smart decision, answer these questions:

  • Do I know, like and trust the Carolina Retirement Planners team?
  • Does their investment approach make sense? Will their plan get me to "My Best Retirement"?
  • We will follow-up within a few days to determine how you would like to move forward.

We know we’re not the right fit for everybody. If you decide that we aren’t the retirement planners for you, we will not take it personally. There is never a hard-sell or pressure to say yes.

Here We Go

We are truly honored to be working with you. Before the fun begins, we will regroup to answer any outstanding questions and set expectations for becoming a new member of the Carolina Retirement Planners family.

STEP #1: Scheduling 15-Minute Phone Call

Carolina Retirement Planners

How Do I Know
If I'm A Good Fit?

Carolina Retirement Planners

Individuals over age 50 who are retired or want to know they have the ability to retire one day.

Carolina Retirement Planners

Diligent savers over age 50 who have accumulated investment & retirement assets of $500,000 or more (Excluding real estate).

Carolina Retirement Planners

People who want to delegate all retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions Keep Reading...


Can you meet virtually with people in other states?

Yes! While many of our clients are in the Carolinas, we work with retirement savers all over the United States. Our firm is equipped to meet with clients and potential clients through the video conferencing software, Zoom. Each virtual meeting is protected by a complex, unique password and we adhere to the strict security guidelines necessary to protect your privacy.


Do you offer an hourly or one-time project fee option?

Our process is designed to work with people looking for a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option. If you need help locating a financial planner who offers these fee options, send us an email and we will do our best to get you in the right hands.


How Are You Different?

There are three really important things about our firm that separate us from others:

  1. All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don’t run out of money.
  2. Rather than dealing with just 1 or 2 aspects, we look at ALL aspects with "5-Part SMART Retirement Navigator" and take a holistic approach to get you "Your Best Retirement".
  3. Retirement can be complicated. We invest in industry-leading technology to integrate your income, investments, taxes, health care and legacy too.


Why Should I Consider Hiring Carolina Retirement Planners?

Great question! But first, let us explain why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to "beat the market," you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in things like lowering your tax bill, investing smarter, and creating a retirement income stream, you’re in the right place.

Not Quite Ready?

You can sign up for our email list to receive information on upcoming events and notices of changes in laws and taxes as they affect your retirement. You can also do it the old fashion way and pick up the phone to call us at (910) 815-3100 with any questions you might have. Our education only website, Rogo.com might be another great resource for you, too.

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